Company: FNB South Africa
Industry: Banking / Financial Services
Posted: Sep 8, 2025
Deadline: Sep 30, 2025
Job Type: Full Time
Qualification: Bachelors
Experience: 3 – 5 years
Location: Western Cape
City: Cape Town
Field: Sales / Marketing / Retail / Business Development
Are you someone who can:
- Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensuring effective management of the leads pipeline.
- Produce consistently high-quality outputs within agreed deadlines.
You will be an ideal candidate if you:
- Minimum Qualification – Relevant NQF level 7 Degree, FSCA approved qualification.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) – Essential
- Preferred Qualification – Certified Financial Planner (CFP)
- Experience – 3 to 5 years’ experience within a Sales/Service area of a financial environment.
- Strong background in Banking /Investment / Financial Planning / Wealth Management
You will have access to:
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients.
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
We can be a match if you are:
- Able to build sound relationships based on trust and openness.
- Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI’s across the Insure, Investments, Loans & Transact Pillar and Products
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
End Date: September 30, 2025
